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Headline Issue Diary Date
How insurers are funding crime syndicates 158 CompliNEWS 27 Jan 2021
Grindr fined £8.6m for sharing personal information 158 CompliNEWS 27 Jan 2021
Life companies pay out millions as death toll rises 158 CompliNEWS 27 Jan 2021
FST case summary involving Muthelo and Metal Industries Provident Fund & others 158 CompliNEWS 27 Jan 2021
AT1 capital instruments’ contingent ‘must pay’ clause 158 CompliNEWS 27 Jan 2021
South African regulator moves for crypto regulation 158 CompliNEWS 27 Jan 2021
UK's FCA issues warning over ‘clone firm’ investment scams 158 CompliNEWS 27 Jan 2021
The FSCA warns the public against Stanlib Focused Investments 158 CompliNEWS 27 Jan 2021
The FSCA warns the public against PSG Fund Investment 158 CompliNEWS 27 Jan 2021
Amendments to bank auditors’ reporting obligations 158 CompliNEWS 27 Jan 2021
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Working Smart

By Lee Rossini

To build a sustainable business in today’s complex environment, financial planners need to offer more than expert recommendations. It requires cultivating strong partnerships with clients built on collaboration. Collaboration is more than just communication; it is the process of working jointly with clients to identify their goals, understand their challenges, and co-create tailored solutions that align with their financial aspirations. By adopting a collaborative approach, planners can gain deeper insights into client needs, strengthen trust, and deliver advice that truly resonates.

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Subscribers are reminded that they can complete monthly CPD quizzes and claim CPD hours before the 31 May 2025 deadline. View the CPD FAQs for more on accessing the CPD quizzes.

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